Any My Research user can be designated as an administrator in the ProQuest Administration Module (PAM). The administrator has privileges to create My Research accounts for other users, view user account information, and assign users to workgroups. By defining workgroups, and then adding users to those workgroups, administrators can assign common user interface settings and database selections to groups of users.
Administrators who sign in to My Research will see an Administration link at the upper right corner of ProQuest pages, beneath the Selected items link.
The Administration page
When you sign into My Research and click the Administration link, the Administration page displays, providing tabs for My Research Accounts and My Research Workgroups. From the My Research Accounts tab, you can:
Create a single-user account if you only have a few accounts to create
When you click the link, the standard Create My Research account popup displays, with two additions:
- You can choose to email the account information to the user.
- You can add the user to the default workgroup, or to any workgroup you've created.
When an administrator has created one or more accounts, a table displays on the Administration page displaying information for each account and allowing you to edit or delete an account. You can sort the table by clicking the column headers.
Important to know — When you delete an account or the account expires, the user will still be able to sign into My Research, but will only be able to view citations. Links to full text will be unavailable.
Above the table are two links:
- email login information — Select one or more checkboxes to send or re-send emails containing account username and password credentials to the selected users.
- add to workgroup — Select one or more checkboxes to add selected users to a workgroup.
Important to know — New My Research accounts are associated with the institution and inherit any preferences/settings for the institution, as specified in PAM.
Import a list of users and create many accounts at the same time
As an alternative to creating accounts individually, you can upload a comma separated values (CSV) file. Each line in the imported file will become a row in the Accounts table. A link to download a sample CSV file is available in the Import users popup when you click the Import a list of users link.
ProQuest creates all the accounts automatically, generating a username and password for each user. When you upload a CSV file, a table will display on the Administration page containing headings for the My Research Username, First Name, Last Name, Email Address and Workgroup.
Things to know about the sample CSV file and creating your accounts
- First Name, Last Name, and Email Address values are required in your uploaded CSV file.
- The data values in your CSV file must be in the same left-to-right order shown above.
- ProQuest Dialog will automatically generate My Research usernames when you upload your file.
- Although you can specify usernames in your uploaded CSV file, we recommend that you let ProQuest Dialog generate them, ensuring that each is unique. System-generated usernames will include the first letter of the first name, followed by the last name. In the event of a duplicate username, the system will append digits, beginning with 1, to the end of each duplicate username. For example: JSmith1, JSmith2, JSmith3.
- If you do not specify a Workgroup name in your uploaded CSV file, ProQuest Dialog will automatically assign each user to the workgroup named Default. You can then edit the value for each user later.
- If a line in your CSV file is not formatted correctly, ProQuest Dialog will not create a corresponding My Research account.
- If two lines in your CSV file are identical, only one My Research account is created for that user.
Tip — After you click the Import Users button in the Import Users popup, you can then click the X in the upper right corner of the popup to close it. The import will continue in the background.